Segment Wealth Management, LLC Invesco Index Fd Tr Bulletshar Call Options Transaction History

Segment Wealth Management, LLC

$1.41 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding BSCT

# of Institutions

190

Shares Held

49.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

4.42M
Shares

$81.2 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

2.7M
Shares

$49.6 Million
0.81% of portfolio
Raymond James & Associates St Petersburg, FL

2.55M
Shares

$46.8 Million
0.03% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

2.41M
Shares

$44.3 Million
1.25% of portfolio
Aptus Capital Advisors, LLC

2.16M
Shares

$39.7 Million
0.65% of portfolio

About INVESCO INDEX FD TR BULLETSHAR

Ticker BSCT
Sector ETFs
Industry ETFs

More about BSCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Segment Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Segment Wealth Management, LLC with notifications on news.